Archives by Month:
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- January 2024
- December 2023
- November 2023
- October 2023
- August 2023
- July 2023
- June 2023
- May 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- July 2016
- June 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- November 2012
- October 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- June 2009
- April 2009
- February 2009
- December 2008
- November 2008
- October 2008
- August 2008
- June 2008
- May 2008
Archives by Year:
Gold Shorts About To Get Burned
The Gold COT report shows gold shorts piling on in addition to long liquidation. Meanwhile, the price of gold is rising. Gold Daily Chart This is an incredibly price-bullish setup. Buy Gold.
September Retail Sales Disappoint As Diners Run For Cover
U.S. retail sales figures for September surprised to the downside, with food and beverage services accounting for the lion’s share of the disappointment. The U.S. Census Bureau posted a paltry 0.1% rise in September retail sales, compared to expectations for 0.6%. Food services and drinking places fell 1.8% from the prior month, followed by gas […]
Great Graphic: What Is Happening To Global Equities?
The decline in the global equity market is the most serious since the February and March spill. In this GreatGreat, the white line is the S&P 500. With the setback, it is up a little more than 8% for the year. It managed to recover fully from the sell-off earlier in the year. The fuchsia line is the MSCI World Index […]
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
Obviously, presidents can speak out if they choose to and give their opinions about policy. There’s no law against that, but I don’t think it’s wise. That’s from your fairy godmother, Janet Yellen, who spoke in Washington on Monday at a banking forum. She is, of course, referring to Donald Trump’s ongoing efforts to set […]
Modest Stocks Rebound Ends A Terrible Week
Modest Stocks Rebound – A Mini Recovery The stock market recovered on Friday after having two terrible days. In bull markets, stocks recover slowly. In bear markets, stocks recover quickly and then lose more value even quicker. Fiercest rallies are in bear markets because traders fall into the trap of thinking the bear market is […]
Treasury Snapshot: 10-Year Yield At 3.09%
Note: We’ve updated this commentary with data through Friday’s market close. Let’s take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended Friday at 3.09% and the 30-year bond closed at 3.25%. Here is a table showing the yields highs and lows and the FFR since 2007 as […]
Brexit – The Reality Check Is Coming While The Brexit Clock Is Ticking
When Theresa May handed in the UK intention to withdraw from the European Union she set off a two-year clock in which the UK is supposed to negotiate a withdrawal Treaty and also a strong political statement of intent concerning the basis for a future trading relationship between the UK and the 27 remaining EU […]
Housing Has The Recession At Least 3 Years Off
Housing took center stage this past week. Housing starts, new and existing home sales, and Case-Shiller home prices gave us an idea of what the American housing market looks like. Question: If you had to guess what stage of the business cycle the housing market says we’re at, what would you guess? The economy has been expanding […]
Market Alert: 5 Stocks To Buy On The Dip
Stock market corrections are painful, particularly for growth stocks, but volatile market conditions often allow investors to enter (or buy more of) a stock at an attractive entry point. Right now the markets are looking choppy, but some commentators still hold a year-end rally in sight. “Certainly, it’s a volatile time,” Ned Davis Research’s Ed Clissold told […]
Apple Earnings In Jeopardy: Goldman Sees “Unheard” Of Collapse In Chinese Smartphone Demand
It’s not just auto sales that are tumbling in China: according to Goldman, there are “multiple signs” of rapidly slowing consumer demand in China across all products. While this would have a dramatic impact on China’s economy, which as we noted recently has been manipulating official data to represent solid industrial profit growth even as individual companies have indicated […]
